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Hi all! Our firm of 250+ currently operates with two administrative functions dedicated to supporting our tax and audit/attest departments. As we continue to expand and experience an increase in responsibilities, it has become apparent that how we refer ...

Hi Sandra, Here is our policy. There are only a few Partners (including me) who do not prepare their own tax returns. In that case, we involve the Tax Partner who serves as our CFO/continuously on our Executive Committee (thus knows salaries), to ...

Hi Sandra - We also have an "unofficial" practice of allowing our employees to use our software to prepare their returns as well as their family and friends. We do not have a formal written policy. The employees are all password protected. The ...